President & Founder
Gerry Barrasso CPA, CFP®, PFS
Hi, I’m Gerry Barrasso. I am a Registered Investment Advisor (RIA) and the founder of United Financial Planning Group. I provide financial planning, tax preparation and wealth management services on a fee only advisory basis. I bring over three decades of financial advisory experience to my practice.
My professional career began in 1991 as a CPA for Price Waterhouse. There, I was assigned to the firm’s Technology Industry Group where I gained extensive knowledge working with start-up businesses helping take several companies public. I also worked as the Corporate Controller of a leading public company in Long Island. During this time, I gained experience in corporate finance, SEC reporting, taxation, and investing.
My journey into financial planning & wealth management began with a focus on tax planning and small business consulting. The collaboration with my clients’ investment advisors was an eye-opening experience and revealed the conflicts of interest that can occur within the financial services industry. Recognizing the need for transparency and client-aligned interests, I embraced the ethos of fee-only financial planning and wealth advisory.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory. Through this commitment, United Financial Planning Group has grown to 3 locations with over $260M in Assets Under Management
Designations:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Financial Specialist (PFS)
My professional career began in 1991 as a CPA for Price Waterhouse. There, I was assigned to the firm’s Technology Industry Group where I gained extensive knowledge working with start-up businesses helping take several companies public. I also worked as the Corporate Controller of a leading public company in Long Island. During this time, I gained experience in corporate finance, SEC reporting, taxation, and investing.
My journey into financial planning & wealth management began with a focus on tax planning and small business consulting. The collaboration with my clients’ investment advisors was an eye-opening experience and revealed the conflicts of interest that can occur within the financial services industry. Recognizing the need for transparency and client-aligned interests, I embraced the ethos of fee-only financial planning and wealth advisory.
This commitment to unbiased, client-centric service was the catalyst for a new venture. It paved the way for the creation of a firm where integrity, transparency, and fiduciary responsibility are not just principles, but the foundation of all our client relationships. And thus, United Financial Planning Group was born – a testament to the belief that the client’s best interest should always be at the heart of financial advisory. Through this commitment, United Financial Planning Group has grown to 3 locations with over $260M in Assets Under Management
Designations:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Financial Specialist (PFS)
Education:
BBA in Finance- Hofstra University
MBA in Accounting- St. John’s University.
Certificate of Financial Planning- Fordham University
I currently reside in Smithtown, NY with my wife and two children. I enjoy playing an active role in the community by devoting time to charitable organizations including Big Brothers Big Sisters of Long Island and St. Jude’s Children’s Hospital. In my free time, I enjoy completing Triathlons, the outdoors, and family activities.
